Job Information
STATE BANK OF CROSS PLAINS Personal Trust Administrative in MADISON, Wisconsin
JOB REQUIREMENTS: Personal Trust Administrative Specialist Job Locations US-WI-Monona # of Openings 1 Category Wealth Management Overview We are seeking a detailed and client oriented professional to join our team as a Personal Trust Administrative Specialist at our Monona office on Bridge Road! This position will serve clients and support the Personal Trust Officers by assisting with the daily relationship management of accounts. This role ensures the efficient opening and funding of accounts, addresses non-discretionary client needs, and supports estate administration and Financial Power of Attorney services. Additionally, the specialist prepares client reviews and correspondence, builds strong client relationships, and provides essential backup support within the department. Responsibilities Interact with officers, new/existing clients, and attorneys to facilitate proper opening and funding of accounts. Join Personal Trust Officers in client and prospect meetings. Handle non-discretionary client needs. Respond to client inquiries in a courteous, tactful, and confidential manner. Prepare client account reviews for assigned officers. Prepare client correspondence and supplemental reports for statements as needed. Monitor, calculate, and correspond with clients who have required minimum distributions to take from their IRA accounts each year. Assist with administering and closing of estates. Join Personal Trust Officers on property inspections. Visit USPS to ensure appropriate forwarding of mail. Correspond with banks, credit card companies, cable and internet providers, cell phone companies, mortgage lenders, and insurance agents. Create Beneficiary spreadsheets and correspondences. Coordinate and meet with third party vendors, such as auctioneers, cleaners, buyers, and sellers. Inventory assets. Draft all probate and post death settlement paperwork. Assist in Financial Power of Attorney services. Contact every institution holding assets and present appropriate legal paperwork to be added to account as POA to be able to pull assets to LRB. Pull in and consolidate assets as... For full info follow application link. The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans and Individuals with Disabilities encouraged to apply. Consistent with State Bank of Cross Plains\' commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, provide documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at (608) 849-2700 or email us. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/E052969A3FDD47BB